Poly CCX Business Media Phones With Microsoft Teams User Guide 6.2

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USER GUIDE6.2.21 September 2020 3725-49795-004APoly CCX Business Media Phones with MicrosoftTeamsGetting HelpFor more information about installing, configuring, andadministering Poly/Polycom products or services, go toPolycom Support.Plantronics, Inc. (Poly — formerly Plantronics and Polycom)345 Encinal StreetSanta Cruz, California95060 2020 Plantronics, Inc. All rights reserved. Poly, the propellerdesign, and the Poly logo are trademarks of Plantronics, Inc.All other trademarks are the property of their respectiveowners.

ContentsBefore You Begin.3Audience, Purpose, and Required Skills.3Related Poly and Partner Resources.3Getting Started with Poly CCX with Teams.4Product Overview of Poly CCX Business Media Phones.4CCX Phone Hardware Overview.5Poly CCX 400 Business Media Phones Hardware.5Poly CCX 500 Business Media Phone Hardware. 7Poly CCX 600 Business Media Phone Hardware. 8LED Indicators on CCX Phones. 10Teams Screens. 10Wake the Phone.10Signing In to and Locking Your Phone.12Signing In to Your Phone.12Sign In Using the Phone’s Local Interface. 12Sign In Using a Web Browser.12Sign Out of Your Phone.13Sign In as a Hot Desk User. 13Locking Your Phone. 13Set a Phone Lock PIN. 13Change your Phone Lock PIN.14Unlocking Your Phone with a Lock PIN. 14Calling and Conferencing.15Place a Call. 15Call a Favorite Contact.15Place an Emergency Call.16Join a Meeting.16Add a Contact to Your Favorites Tab.16Assign a Delegate. 16Poly CCX with Teams Settings.18Change the Phone Display Language. 18Date & Time. 181

ContentsChange the Time Format.18Adjust the Display Backlight.19Set the Phone Theme to Dark.19Enable the Screen Saver. 19Adjust the Backlight & Screen Saver Timeout.19Headset Settings.20Configure Hookswitch Mode. 20Enable Echo Cancellation. 20Enable Bluetooth. 20Connect a Bluetooth Headset. 21Connecting to a Wireless Network. 21Enable Wi-Fi.21Connect to a Wireless Network. 21Disconnect from a Wireless Network. 22Remove a Wireless Network. 22Connecting Your Phone to Your Computer with Better Together. 22Connect Your CCX Phone to Your Computer with Better Together.22Enable Accessibility Options. 23Accessibility Features. 24Users Who Are Deaf or Hard of Hearing.24Users with Limited Mobility.25Users Who Are Blind, Have Low Vision, or Have Limited Vision. 25Troubleshooting. 26View Device Information.26Testing Phone Hardware.26Access Microsoft Teams Help. 27Enable Logging. 27Enable Screen Capture.27Reboot the Phone. 282

Before You BeginTopics: Audience, Purpose, and Required Skills Related Poly and Partner ResourcesThis user guide helps you configure Poly settings available on the CCX when running Microsoft Teams.You must have a Teams–enabled Microsoft Office 365 account to access all of the features of your CCXwith Teams.This user guide supports the following Poly phones with Teams enabled: CCX 400 business media phones CCX 500 business media phones CCX 600 business media phonesAudience, Purpose, and Required SkillsThis guide provides information for Poly CCX Business Media Phones running the Microsoft Teamsapplication. Administrators and users can use this guide to configure Poly settings available on thephone’s local interface.Related Poly and Partner ResourcesSee the following sites for information related to this product. The Poly Online Support Center is the entry point to online product, service, and solution supportinformation including Video Tutorials, Documents & Software, Knowledge Base, CommunityDiscussions, Poly University, and additional services. The Polycom Document Library provides support documentation for active products, services, andsolutions. The documentation displays in responsive HTML5 format so that you can easily accessand view installation, configuration, or administration content from any online device. The Polycom Community provides access to the latest developer and support information. Createan account to access Poly support personnel and participate in developer and support forums. Youcan find the latest information on hardware, software, and partner solutions topics, share ideas, andsolve problems with your colleagues. The Polycom Partner Network are industry leaders who natively integrate the Poly standards-basedRealPresence Platform with their customers’ current UC infrastructures, making it easy for you tocommunicate face-to-face with the applications and devices you use every day. The Polycom Collaboration Services help your business succeed and get the most out of yourinvestment through the benefits of collaboration.3

Getting Started with Poly CCX withTeamsTopics: Product Overview of Poly CCX Business Media Phones CCX Phone Hardware Overview Teams Screens Wake the PhoneBefore you use your Poly CCX with Teams, take a few moments to familiarize yourself with its featuresand user interface.Note: As you read this guide, keep in mind that your system administrator configures certain features oryour network environment may determine them. As a result, some features may not be enabled ormay operate differently on your device. Additionally, the examples and graphics in this guide maynot directly reflect available options or what your device screen displays.For additional information on using your Poly CCX phone with Teams, see Microsoft Phones for Teams.Product Overview of Poly CCX Business MediaPhonesPoly CCX business media phones support audio-only conference calls with Microsoft Teams voiceplatforms along with point-to-point and bridge calls.Poly CCX business media phones with Teams features Placing, answering, and managing audio calls Adjusting call and phone settings Viewing, joining, and scheduling meetings Checking voicemail messages Pairing Bluetooth headsets (CCX 500 and CCX 600 only) Connecting to a wireless network (CCX 600 only)4

Getting Started with Poly CCX with TeamsCCX Phone Hardware OverviewThe following topics describe the hardware features for Poly CCX business media phones.Poly CCX 400 Business Media Phones HardwareThe following figure displays the hardware features on Poly CCX 400 business media phones. The tablelists each feature numbered in the figure.Figure 1: Poly CCX 400 phone hardware featuresPoly CCX 400 Phone Hardware Feature DescriptionsReference NumberFeatureFeature Description1Reversible tabSecures the handset in the cradle when you positionyour phone stand at a high angle. To secure thehandset, remove the tab, reverse it so the protrusionpoints up, and reinsert it. Position the handset so theprotrusion on the tab fits into the slot on the handset.2Message waiting indicatorFlashes red to indicate you have an incoming call or anew message.5

Getting Started with Poly CCX with TeamsReference NumberFeatureFeature Description3TouchscreenEnables you to select items and navigate menus on thetouch-sensitive screen.4,5Volume keysAdjusts the volume of the handset, headset, speaker,and ringer.6USB port(s)CCX 400 phones contain one USB-A port.Enables you to attach a USB flash drive or USBheadset.7Headset indicatorDisplays when the phone is powered on. The iconglows green or blue when a headset is connected andactivated.8Speakerphone indicatorDisplays when the phone is powered on. The iconglows green when activated.9SpeakerProvides ringer and speakerphone audio output.10Mute keyMute or unmute the microphone during an active call.6

Getting Started with Poly CCX with TeamsPoly CCX 500 Business Media Phone HardwareThe following figure displays the hardware features on Poly CCX 500 business media phones. The tablelists each feature numbered in the figure.Figure 2: Poly CCX 500 phone hardware featuresPoly CCX 500 Phone Hardware Feature DescriptionsReference NumberFeatureFeature Description1Reversible tabSecures the handset in the cradle when you positionyour phone stand at a high angle. To secure thehandset, remove the tab, reverse it so the protrusionpoints up, and reinsert it. Position the handset so theprotrusion on the tab fits into the slot on the handset.2Message waiting indicatorFlashes red to indicate you have an incoming call ornew messages.3Teams buttonGlows and is active when the phone is set to the Teamsbase profile.Navigates to the Home screen. If the Home screen isdisabled, the button navigates to the Calls screen.4TouchscreenEnables you to select items and navigate menus on thetouch-sensitive screen.7

Getting Started with Poly CCX with TeamsReference NumberFeatureFeature Description5,6Volume keysAdjusts the volume of the handset, headset, speaker,and ringer.7USB port(s)Poly CCX 500 phones include one USB-A port and oneUSB-C port.8Headset indicatorDisplays when the phone is powered on. The iconglows green or blue when a headset is connected andactivated.9Speakerphone indicatorDisplays when the phone is powered on. The iconglows green when activated.10SpeakerProvides ringer and speakerphone audio output.11Mute keyMute or unmute the microphone during an active call.Poly CCX 600 Business Media Phone HardwareThe following figure displays the hardware features on Poly CCX 600 business media phones. The tablelists each feature numbered in the figure.Figure 3: Poly CCX 600 Phone Hardware Features8

Getting Started with Poly CCX with TeamsPoly CCX 600 Phone Hardware Feature DescriptionsReference NumberFeatureFeature Description1Reversible tabSecures the handset in the cradle when you positionyour phone stand at a high angle. To secure thehandset, remove the tab, reverse it so the protrusionpoints up, and reinsert it. Position the handset so theprotrusion on the tab fits into the slot on the handset.2TouchscreenEnables you to select items and navigate menus on thetouch-sensitive screen. Tap the screen to select andhighlight screen items. To scroll, touch the screen, andswipe your finger up, down, right, or left.3Message waiting indicatorFlashes red to indicate you have an incoming call ornew messages.4Teams buttonGlows and is active when the phone is set to the Teamsbase profile.Navigates to the Home screen. If the Home screen isdisabled, the button navigates to the Calls screen.5.6Volume keysAdjusts the volume of the handset, headset, speaker,and ringer.7USB port(s)One USB-A port and one USB-C port.You can connect a USB flash drive to the USB-C portand a headset or EagleEye Mini USB camera to theUSB-A port.8Headset indicatorDisplays when the phone is powered on. The iconglows green or blue when a headset is connected andactivated.9Speakerphone indicatorDisplays when the phone is powered on. The iconglows green when activated.10SpeakerProvides ringer and speakerphone audio output.11Mute keyMute or unmute the microphone during an active call.9

Getting Started with Poly CCX with TeamsLED Indicators on CCX PhonesThe LEDs on Poly CCX phones indicate phone and accessory states.CCX Phones LED DescriptionsLEDColor State and DescriptionSpeakerphoneOff – Phone is in sleep mode.White – Speakerphone is off, but the phone is active.Green – Speakerphone is on.HeadsetOff – Phone is in sleep mode.White – No headset is active.Green – An electronic hookswitch (EHS) headset isconnected and activated.Blue – A USB or Bluetooth headset is connected andactivated.MuteOff – No call is active.Red – The phone microphone is muted.Message Waiting Indicator (MWI)Off – No new messages are available.Blinking Red – New or unread voicemails are available,incoming call and missed call.Teams ScreensPoly CCX phones with Teams include different screens that provide specific functionality.You can access the following screens: Home screen: Access other Teams screens and view notifications for meetings, missed calls, andvoicemail messages. Calls screen: Speed dial your favorite contacts and view a list of recent calls. Calendar screen: View your schedule and join meetings. Voicemail screen: Listen to and manage your voicemail messages. People screen: Access and manage your Teams contact lists.Note: You can disable the Home screen display and notifications in the Settings menu.Wake the PhoneThe phone screen turns off after a set amount of idle time. You can wake the phone at any time after thishappens.If you have phone lock enabled, you are prompted to input the PIN when you wake the system.10

Getting Started with Poly CCX with TeamsProcedure» Do one of the following: Lift the handset. Tap the screen. Tap the Bluetooth headset call button. Tap the USB headset call button.11

Signing In to and Locking Your PhoneTopics: Signing In to Your Phone Locking Your PhoneSign in to your phone and lock your phone for security.Signing In to Your PhoneUse your Microsoft account credentials to sign in to Teams on your phone.You can sign in to your phone using one of the following methods: User ID: Enter your user credentials. Web Sign In: To sign in from a computer, select Sign in from another device, and use theprovided web address and code.Note: You can sign in with only one Microsoft account at a time.Sign In Using the Phone’s Local InterfaceSign in to Microsoft Teams using the phone’s local interface.Procedure1. Select Sign in.2. Enter your Microsoft account name and select Next.3. Enter your Microsoft password and select Sign in.Sign In Using a Web BrowserSign in to Microsoft Teams using a web browser.Procedure1. Select Sign in.2. Select Sign in from another device.3.4.5.6.A URL and code display.Enter the URL into a web browser on your computer.Enter the code into the provided Code field.Select your Microsoft account and click Next.Enter your Microsoft password and select Sign in.Your phone signs in to Teams.7. On your phone, select Got it.12

Signing In to and Locking Your PhoneSign Out of Your PhoneIf you sign in to Microsoft Teams on a public phone, sign out after you finish using the phone.After you sign out of Microsoft Teams, you can’t make calls or view upcoming meetings. You must signback in to Microsoft Teams to use the phone.Procedure1. Go to Menu Settings.If the phone uses a Common Area Phone (CAP) account, go to Device Settings Advanced.2. Select Sign out.3. Select OK.Sign In as a Hot Desk UserYou can sign in to your account as a hot desk user on an unlocked phone already signed in by anotheruser.Procedure1.2.3.4.Select Menu Hot Desk.Enter your email address and select Sign in.Enter your password and select Sign in.To sign out, select Menu Device Settings Sign Out.Locking Your PhoneTo limit access to your phone, set a lock PIN.Consider locking your phone if you want to: Prevent unauthorized outgoing calls. Prevent people from viewing or modifying phone information, such as your directory, call lists, orfavorites.Set a Phone Lock PINTo limit access to your phone, set a phone lock PIN. The phone lock is activated after your phone sits idlefor a set amount of time.Note: You can only access the phone lock PIN menu while signed in to Microsoft Teams.Procedure1. Go to Menu Settings Device Settings.2. Select Phone Lock.3. Select Enable Phone Lock.Note: Once enabled, you must input your phone lock PIN to disable it.13

Signing In to and Locking Your Phone4. Enter a phone lock PIN in both fields, then select OK.5. Select Phone Lock Timeout to choose the amount of time the phone sits idle before locking.Change your Phone Lock PINYou can change your phone lock PIN at any time.Note: If you enter the incorrect PIN four times, you are automatically signed out of Teams and thephone lock becomes disabled.Procedure1.2.3.4.5.Go to Menu Settings Device Settings.Select Phone Lock.Select Change PIN.Enter your current pin and your new PIN, then confirm your new PIN.Select OK.Unlocking Your Phone with a Lock PINIf you set a lock PIN, enter the lock PIN to unlock your phone.Note: If you enter the incorrect PIN four times, you are automatically signed out of Teams and thephone lock becomes disabled.Procedure1. On the phone screen, swipe up.2. Enter the PIN.3. Tap the check mark.14

Calling and ConferencingTopics: Place a Call Call a Favorite Contact Place an Emergency Call Join a Meeting Add a Contact to Your Favorites Tab Assign a DelegatePlace calls and join meeting from your CCX phone.Place a CallPlace a call using the dialpad or by selecting a contact.Procedure1. On the Calls screen, select the Make a Call icon.2. Do one of the following: Enter a number on the dialpad and select the Call icon. Select the People, search for a contact, and select the Call icon next to the contact’s name.Call a Favorite ContactCall a contact from your favorite list on the Calls screen.Procedure1. Do one of the following: Pick up the headset. Press the headset or speakerphone icon on the phone. Select the phone icon.2. From the Favorites tab on the Calls screen, select a favorite.15

Calling and ConferencingPlace an Emergency CallYou can place an emergency call from a locked phone.Important:The Teams app displays the error message "No internet. Emergency calls not supported."when the phone reboots from the Poly Basic Settings menu or the phone wakes to the lockscreen. Internet and Emergency Calling are accessible.Note: If the phone sign in screen appears, you must first sign in to place an emergency call.Procedure1.2.3.4.From a locked phone, swipe up on the screen.Select Emergency Call.Enter 911, or another approved emergency number.Select Call.Join a MeetingJoin a Teams meeting from the Calendar screen.Procedure» To the right of the meeting title, select Join.Add a Contact to Your Favorites TabSelect contacts and add them to the Favorites tab on the Calls screen.Procedure1. On the Calls screen, select the Recent tab.2. Select a contact and select the star .Assign a DelegateSelect contacts that can make and receive calls on your behalf.Procedure1. Go to Menu Settings Manage delegates.2. Select Add delegates and search for a contact.3. Select a contact and choose the delegate settings. Make calls16

Calling and Conferencing Receive calls Change call and delegate settings4. To save, select the check mark .The phone adds the delegate to your delegates list.17

Poly CCX with Teams SettingsTopics: Change the Phone Display Language Date & Time Adjust the Display Backlight Set the Phone Theme to Dark Enable the Screen Saver Adjust the Backlight & Screen Saver Timeout Headset Settings Connecting to a Wireless Network Connecting Your Phone to Your Computer with Better Together Enable Accessibility OptionsYou can customize basic settings on the phone, including the display language, time and date format, andthe backlight settings.Some changes you make apply automatically. However, some settings require you to select the Backbutton and then select Save when prompted.Change the Phone Display LanguageYou can change the language used for your phone's user interface.Procedure1. Go to Menu Settings Device Settings.2. Select Language and select a language from the list.Date & TimeSet the date and time by manually selecting a time zone or by using a server.Change the Time FormatChoose a 12-hour or 24-hour time format on your phone.Procedure1. Go to Menu Settings Device Settings.2. Select Date & Time.3. In the Time Format section, select 12 - Hour or 24 - Hour.18

Poly CCX with Teams SettingsAdjust the Display BacklightAdjust your phone’s display brightness.Procedure1. Go to Menu Settings Device Settings.2. Select Display.3. Slide the Backlight slider to the left to lower the brightness or to the right to increase thebrightness.Set the Phone Theme to DarkTo reduce the brightness of your phone screen, switch to the dark theme.Procedure1. Go to Menu Settings.2. Select the Dark Theme toggle.3. Select Restart.Before the phone switches to the dark theme, the Teams splash screen displays momentarily.Enable the Screen SaverEnable the screen saver and choose from the built-in screen saver backgrounds.The screen saver automatically starts when your phone is idle for a specified amount of time. You canstop the screen saver at any time by pressing any key or touching the screen.Procedure1. Go to Menu Settings.2. Select Display.3. Select Screen Saver.The Screen Saver Background menu appears.4. To display a list of available screen savers, select Screen Saver Background.Adjust the Backlight & Screen Saver TimeoutChoose the amount of time your phone sits idle before the screen saver starts or the phone screen turnsoff.Procedure1. Go to Menu Settings Device Settings.2. Select Display.3. Select Backlight & Screen Saver Timeout.19

Poly CCX with Teams Settings4. Choose an idle time from the list.Headset SettingsConnect a USB or Bluetooth (if supported on your phone) headset to use as your audio device for calls.A dialog window displays to notify you when you successfully connect a headset. When you use theheadset, the phone's headset icon glows.Note: Lifting the handset overrides the headset.Configure Hookswitch ModeConfigure which hookswitch mode your phone uses. Based on the headset you're using, this option mayenable additional headset control options.Procedure1. Go to Menu Settings Device Settings.2. Select Headset.3. Select HookSwitch Mode to choose an available mode from the list.Enable Echo CancellationEnable echo cancellation to remove echoes that you might experience when using your headset.Note: Echo cancellation isn’t available on CCX 400 business media phones.Procedure1. Go to Menu Setting Device Settings.2. Select Headset.3. Select Echo Cancellation.Enable BluetoothPair and connect a Bluetooth device to your phone.Note: Bluetooth is not supported on CCX 400 phones.Procedure1. Go to Menu Settings Device Settings.2. Select Bluetooth.3. On the Bluetooth screen, select Bluetooth to enable or disable Bluetooth.When you enable Bluetooth, the Manage Bluetooth Device option displays. You can now pairBluetooth–enabled devices in range.20

Poly CCX with Teams SettingsConnect a Bluetooth HeadsetConnect a Bluetooth headset to your phone.Procedure1. Go to Menu Settings Device Settings Bluetooth Manage Bluetooth Devices.2. Select Pair New Device.3. Select your headset from the Available devices list.Connecting to a Wireless NetworkYou can connect your Wi-Fi capable phone to a wireless network.Note: CCX 600 and CCX 700 phones support wireless network connectivity.Enable Wi-FiTo connect your phone to a wireless network, enable Wi-Fi.Note: Enabling Wi-Fi reboots your phone.Procedure1. Go to Menu Settings Device Settings.2. Select Wi-Fi.3. On the Wi-Fi screen, select Wi-Fi.Your phone reboots.Connect to a Wireless NetworkAfter you enable Wi-Fi on your phone, connect to a wireless network.Make sure you have the login credentials for the network you want to connect to.Procedure1. Go to Menu Settings Device Settings Wi-Fi Launch Wi-Fi Settings.2. Select a wireless network from the list.3. Enter the required information for the chosen wireless network.Note: The information required for a wireless network depends on the security settings of thechosen wireless network.4. Select a security type.For enterprise-based networks:a. Enter your user ID and password.b. Select an EAP-Method authentication type.21

Poly CCX with Teams Settings EAP-PEAP-MSCHAPv2 EAP-TTLS-MSCHAPv2 EAP-PWD5. Select Connect.Disconnect from a Wireless NetworkTo change wireless connections or switch to an Ethernet connection, disconnect from the current wirelessnetwork.Procedure1.2.3.4.Go to Menu Settings Device Settings.Select Wi-Fi.Select the connected wireless network SSID from the list.Select Disconnect.Remove a Wireless NetworkRemove any saved wireless network that is no longer necessary.Procedure1. Go to Menu Settings Device Settings Wi-Fi Launch Wi-Fi Settings.2. Select the connected wireless network SSID from the list.3. Select Forget.Connecting Your Phone to Your Computer with BetterTogetherYou can pair your desktop Teams app to Teams on your phone.Note: For Better Together requirements and limitations, see Phones for Microsoft Teams.When you connect your CCX phone with Teams to your computer, your phone locks and unlocks withyour computer.Connect Your CCX Phone to Your Computer with Better TogetherPair your CCX 500 or CCX 600 Teams desktop app to your phone.Enable Bluetooth on your CCX phone and your computer.Note: For Better Together requirements and limitations, see Phones for Microsoft Teams.Procedure1. Go to Menu Manage Devices.2. Select Find a device.22

Poly CCX with Teams Settings3. When your phone appears in the list, select Connect and follow the on screen instructions.Enable Accessibility OptionsYour phone includes accessibility options to assist with visual impairment.Procedure1.2.3.4.Go to Menu Settings Device Settings.Select Accessibility.To enable or disable accessibility options, select Accessibility Settings.Enable the following options as desired: High Contrast Mode: Increases the color contrast in the local interface. Large Text: Increases the size of the text in the local interface. Color Correction and Cor

CCX 400 business media phones CCX 500 business media phones CCX 600 business media phones Audience, Purpose, and Required Skills This guide provides information for Poly CCX Business Media Phones running the Microsoft Teams application. Administrators and users can use this guide to configure Poly settings available on the

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